Abacus Financial Business
Management
Management
afinancialgroup.com/
Top Local Executive:
Belva Anakwenze, Principal, Chief Financial Officer
323-735-5300
Abacus Wealth Partners
Abacus Wealth Partners
abacuswealth.com
Top Local Executive:
Darius Gagne, Chief Investment Officer
888-422-2287
Acacia Wealth Advisors | HighTower Advisors
Acacia Wealth Advisors | HighTower Advisors
acaciawealth.com
Top Local Executive:
Alev Lewis, Managing Director, Partner
310-246-0530
Advanced Research Investment Solutions
Advanced Research Investment Solutions
arisconsulting.com
Top Local Executives:
Alex Shahidi, Managing Partner (pictured)
Damien Bisserier, Managing Partner
424-283-3800
AdvicePeriod
AdvicePeriod
adviceperiod.com
Top Local Executives:
Steve Lockshin, Principal (pictured)
Jonathan Straub, Principal
424-281-3600
American Realty Advisors
American Realty Advisors
aracapital.com
Top Local Executive:
Kirk Helgeson, Chief Investment Officer
213-233-5700
AMI Asset Management Corp.
AMI Asset Management Corp.
amiassetmanagement.com
Top Local Executive:
Chris Sessing, Chief Investment Officer, Lead Equity Portfolio Manager
424-320-4000
Analytic Investors, part of Wells Fargo Asset Management
Analytic Investors, part of Wells Fargo Asset Management
wellsfargoassetmanagement.com
Top Local Executive:
Dennis Bein, Portfolio Manager
213-688-3015
Angeles Investment Advisors
angelesadvisors.com
Top Local Executive:
Michael Rosen, Managing Partner, Chief Investment Officer
310-393-6300
Ares Management
Ares Management
aresmgmt.com
Top Local Executive:
David Kaplan, Co-Founder, Director, Partner
310-201-4100
Aristotle Capital Management
Aristotle Capital Management
aristotlecap.com
Top Local Executives:
Howard Gleicher, CEO, Chief Investment Officer (pictured)
Catalina Llinas, Co-Chief Investment Officer
310-478-4005
Aspiriant Wealth Management
Aspiriant Wealth Management
aspiriant.com
Top Local Executive:
Rob Francais, CEO, Partner
310-806-4000
Avitas Wealth Management
Avitas Wealth Management
avitaswealth.com
Top Local Executive:
Russell Evans, Managing Principal
424-371-9010
Beach Point Capital
Management
Beach Point Capital
Management
beachpointcapital.com
Top Local Executives:
Carl Goldsmith, Co-Founder, Co-CEO (pictured)
Scott Klein, Co-Founder, Co-CEO
310-996-9700
Bel Air Investment Advisors
Bel Air Investment Advisors
belair-llc.com
310-229-1500
BNY Mellon Wealth
Management
BNY Mellon Wealth
Management
bnymellonwealth.com
Top Local Executive:
Steve Kutz, Regional President
424-277-6829
Bridge Advisory
Bridge Advisory
bridgeadvisory.com
626-795-3062
Top Local Executives:
David Penniall, CEO, President (pictured)
Justin Dyer, CIO, COO
Broadshore Capital Partners
Broadshore Capital Partners
broadshore.com
Top Local Executives:
Bradford Howe, Co-CEO (pictured)
Bleecker Seaman III, Co-CEO
800-261-4481
Camden Asset Management
camdenasset.com
Top Local Executive:
John Wagner, Managing Director
310-203-4200
Camden Capital
Camden Capital
camdencapital.com
Top Local Executives:
John M. Krambeer, Founder & Partner (pictured)
Kara S. Boccella, Partner
Mark H. Udis, Partner
310-725-0210
Canyon Partners
Canyon Partners
canyonpartners.com
Top Local Executives:
Joshua Friedman, Co-Founder (pictured)
Mitchell Julis, Co-Founder
310-272-1200
Capital Group
Capital Group
thecapitalgroup.com
Top Local Executive:
Timothy Armour, Portfolio Manager
213-486-9200
Capital Group Private
Client Services
Capital Group Private
Client Services
thecapitalgroup.com/pcs
Top Local Executives:
John Armour, President
Bob Kelly, Regional Director
800-421-8511
Capital Research + Consulting
Capital Research + Consulting
capitalresearchandconsulting.com
Top Local Executive:
John Odell, Principal
626-844-1440
Causeway Capital Management
Causeway Capital Management
causewaycap.com
Top Local Executive:
Sarah Ketterer, CEO, Fundamental Portfolio Manager
310-231-6100
CBRE Global Investors
CBRE Global Investors
cbreglobalinvestors.com
Top Local Executive:
Ritson Ferguson, Co-Chief Investment Officer
213-683-4200
Churchill Management Group
Churchill Management Group
churchillmanagement.com
Top Local Executive:
Randy Conner, President
877-937-7110
CitizensTrust Wealth
Management
CitizensTrust Wealth
Management
cbbank.com/investing
Top Local Executive:
Don Evenson, SVP, Chief Investment Officer
626-564-6252
City National Bank
cnb.com
Top Local Executive:
Garrett D’Alessandro, CEO
310-888-6300
Clifford Swan Investment Counselors
Clifford Swan Investment Counselors
cliffordswan.com
Top Local Executives:
Peter Boyle, CEO, CIO (pictured)
Kathleen Gilmore, Chairman, President
626-792-2228
Cliffwater
Cliffwater
cliffwater.com
Top Local Executive:
Stephen Nesbitt, CEO
310-448-5000
Coast Asset Management
Coast Asset Management
coastasset.com
Top Local Executive:
Dave Smith, CEO
310-576-3500
Colony Capital Inc.
Colony Capital Inc.
clns.com
Top Local Executive:
Tom Barrack Jr., Executive Chairman
310-282-8820
Cove Street Capital
Cove Street Capital
covestreetcapital.com
Top Local Executive:
Jeff Bronchick, Principal Portfolio Manager
424-221-5897
Covington Capital Management
Covington Capital Management
covingtoncapitalmanagement.com
Top Local Executive:
Gary Arakawa, Chief Investment Officer
213-629-7500
Crescent Capital Group
Crescent Capital Group
crescentcap.com
Top Local Executives:
Mark Attanasio, Co-Founder, Managing Partner
Jean-Marc Chapus, Co-Founder, Managing Partner
310-235-5900
CS Capital Management Inc.
CS Capital Management Inc.
cscapitalinc.com
Top Local Executive:
Michael McHargue, CEO, President
310-988-7300
D.A. Davidson & Co.
D.A. Davidson & Co.
dadavidson.com
213-620-1850
Dalton Investments
daltoninvestments.com
Top Local Executive:
James Rosenwald III, Portfolio Manager
424-231-9100
DoubleLine Capital
DoubleLine Capital
doubleline.com
Top Local Executive:
Jeffrey Gundlach, CEO
213-633-8200
Empyrean Capital Partners
Empyrean Capital Partners
empyrean.com
Top Local Executive:
Amos Meron, Managing Partner, Chief Investment Officer
310-843-3000
EP Wealth Advisors
EP Wealth Advisors
epwealth.com
Top Local Executive:
Kevin Ashworth, Director of Investments
310-601-4346
Everett Harris & Co.
Everett Harris & Co.
everettharris.com
Top Local Executive:
Jim Ward, Chief Investment Officer
213-625-2677
Fiduciary Trust International
Fiduciary Trust International
fiduciarytrust.com
Top Local Executive:
Steven Dukta, Regional Manager
800-421-9683
First Quadrant
First Quadrant
firstquadrant.com
Top Local Executives:
Max Darnell, Partner, Chairman (pictured)
Jia Ye, Partner, Co-Chief Investment Officer
Jeppe Ladekarl, Partner, Co-Chief Investment Officer
626-795-8220
First Western Trust
First Western Trust
fwcapmgmt.com
Top Local Executive:
Timothy Morphy, Director of Wealth Management, Los Angeles Office
310-226-8300
Flaherty & Crumrine Inc.
Flaherty & Crumrine Inc.
flaherty-crumrine.com
626-795-7300
Focused Investors
Focused Investors
focusedinvestors.com
Top Local Executive:
Bruce Veaco, Portfolio Manager, Analyst
310-734-1200
FPA
fpafunds.com
310-473-0225
Gamble Jones Investment Counsel
Gamble Jones Investment Counsel
gamblejones.com
Top Local Executive:
Alison Gamble, President
626-795-7583
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management
gerberkawasaki.com
Top Local Executive:
Ross Gerber, CEO, President
310-399-6397
Glendon Capital Management
Glendon Capital Management
Top Local Executive:
Matthew Barrett
310-907-0450
Granite Investment Partners
Granite Investment Partners
granitepartners-llc.com
310-933-4292
Griffin Capital Co.
Griffin Capital Co.
griffincapital.com
Top Local Executive:
Kevin Shields, CEO, Chairman
310-469-6100
Guggenheim Partners
Investment Management
Guggenheim Partners
Investment Management
guggenheimpartners.com
Top Local Executive:
Scott Minerd, Chief Investment Officer
310-576-1270
Halbert Hargrove
Halbert Hargrove
Top Local Executive:
Russ Hill, CEO, Chairman
562-435-5657
HCR Wealth Advisors
HCR Wealth Advisors
hcrwealth.com
Top Local Executive:
Greg Heller, CEO
310-473-5445
Hotchkis and Wiley
Capital Management
Hotchkis and Wiley
Capital Management
hwcm.com
Top Local Executive:
George Davis, CEO, Portfolio Manager, Principal
213-430-1000
Howard Capital Management
Howard Capital Management
howardcapital.com
Top Local Executive:
David Robinson, President
310-473-9100
Huber Capital Management
hubercap.com
Top Local Executive:
Joseph Huber, CEO
310-207-8400
Joel R. Mogy Investment
Counsel Inc.
Joel R. Mogy Investment
Counsel Inc.
mogy.com
Top Local Executive:
Joel Mogy, President
310-552-0529
Kayne Anderson Capital Advisors
Kayne Anderson Capital Advisors
kaynecapital.com
Top Local Executive:
Bob Sinnott, Co-Chairman
800-638-1496
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
kayne.com
Top Local Executive:
Douglas Foreman, Chief Investment Officer, Portfolio Manager
800-231-7414
LaSalle Investment Management
LaSalle Investment Management
lasalle.com
Top Local Executives:
Glenn Sonnenberg, CEO, President (pictured)
424-294-3400
Chip Sellers, EVP
Lido Advisors
Lido Advisors
lidoadvisors.com
Top Local Executive:
Jeff Garden, Chief Investment Officer
310-278-8232
Lindbrook Capital
Lindbrook Capital
lindbrookcapital.com
Top Local Executive:
Ben Posen, Principal
424-208-8000
Los Angeles Capital Management and Equity Research
Los Angeles Capital Management and Equity Research
lacapm.com
Top Local Executive:
Hal Reynolds, Chief Investment Officer
310-479-9998
LourdMurray
LourdMurray
lourdmurray.com
Top Local Executive:
Blaine Lourd, Founder, Co-CEO
310-300-9898
Main Street Advisors
Main Street Advisors
mainstreetadvisors.com
310-392-7607
Mar Vista Investment Partners
marvistainvestments.com
Top Local Executive:
Silas A. Myers, Co-Founder, Portfolio Manager
310-917-2800
Mason & Associates Inc.
Mason & Associates Inc.
masonlifeplanning.com
Top Local Executive:
Brent M. Mason, President
323-254-3072
Merrill Lynch
Merrill Lynch
ml.com
Top Local Executive:
Jeff Markham, Managing Director, West Division
213-627-7900
Mesa West Capital
Mesa West Capital
mesawestcapital.com
Top Local Executives:
Jeff Friedman, Co-Founder, Principal (pictured)
Mark Zytko, Co-Founder, Principal
310-806-6300
Miracle Mile Advisors
Miracle Mile Advisors
miraclemileadvisors.com
Top Local Executive:
Brock Moseley, Head of Investment Strategy Group and Risk Management Committee
310-246-1243
Morgan Stanley
Morgan Stanley
morganstanley.com
213-486-8811
Morton Capital Management
Morton Capital Management
mortoncapital.com
Top Local Executives:
Sasan Faiz, Managing Director of Investments (pictured)
Jeff Sarti, CEO
818-222-4727
North Pier Fiduciary Management
North Pier Fiduciary Management
npier.com
Top Local Executive:
James Scheinberg, Founder, Managing Partner, Chief Investment Officer
800-403-7065
Northern Trust
Northern Trust
northerntrust.com
Top Local Executive:
Richard Barnett, Chief Investment Officer, Western Region
310-282-3800
Northwestern Mutual Los Angeles
Northwestern Mutual Los Angeles
nm.com
Top Local Executive:
Matthew Plocher, Managing Partner
213-243-7000
NWQ Investment Management Co.
nwq.com
Top Local Executive:
Jon Bosse, Chief Investment Officer
310-712-4000
Oaktree Capital Management
Oaktree Capital Management
oaktreecapital.com
Top Local Executive:
Bruce Karsh, Co-Chairman, Chief Investment Officer
213-830-6300
One Capital Management
One Capital Management
onecapital.com
Top Local Executive:
Patrick Bowen, President
805-409-8150
Pacific Income Advisers
Pacific Income Advisers
pacificincome.com
Top Local Executive:
Daniel F. Meyer, Managing Director, Portfolio Manager
310-393-1424
Paladin Realty Partners
Paladin Realty Partners
paladinrealty.com
Top Local Executive:
Randall Loker, Managing Director, Chief Investment Officer
310-996-8766
Palisades Group
Palisades Group
palisades.us.com
Top Local Executive:
Jack Macdowell, Chief Investment Officer
424-280-7560
Patterson Capital Corp.
Patterson Capital Corp.
pattersoncapital.com
Top Local Executive:
Joseph Patterson, President, Chief Investment Officer
310-556-2496
Payden & Rygel
Payden & Rygel
payden.com
Top Local Executive:
Joan Payden, CEO
213-625-1900
Poplar Forest Capital
Poplar Forest Capit
poplarforestllc.com
Top Local Executive:
Dale Harvey, Founder, CEO, CIO
626-304-6000
Post Advisory Group
Post Advisory Group
postadvisory.com
Top Local Executive:
Jeffrey Stroll, Chief Investment Officer
310-996-9600
Primecap Management Co.
177 E. Colorado Blvd., 11th Floor, Pasadena 91105
primecap.com
626-304-9222
RNC Genter Capital Management
11601 Wilshire Blvd., 25th Floor, Los Angeles 90025
rncgenter.com
Top Local Executive:
Daniel Genter, CEO, President, Chief Investment Officer
310-477-6543
Rothschild Credit Management (North America)
633 W. 5th St., Suite 6700, Los Angeles 90071
rothschild.com
Top Local Executive:
Michael Hatley, Managing Partner
213-621-3700
Salient Wealth Planning Group
1230 Rosecrans Avenue, Suite 350, El Segundo, 90266
salientwpg.com
Top Local Executive:
John Schlatter, Founding Partner
310-531-1021
Santa Barbara Asset Management
2029 Century Park East, Suite 1600, Los Angeles 90067
sbasset.com
Top Local Executive:
David A. Chalupnik, Co-Head
310-552-5100
Sierra Investment Management Inc.
3420 Ocean Park Blvd., Suite 3060, Santa Monica 90405
sierrainvestment.com
Top Local Executive:
Terri Spath, Chief Investment Officer, Portfolio Manager
310-452-1887
Signature Estate & Investment Advisors
2121 Avenue of the Stars, Suite 1600, Los Angeles 90067
seia.com
Top Local Executive:
Deron McCoy, Chief Investment Officer
310-712-2323
SSI Investment Management
9440 Santa Monica Blvd., Eighth Floor, Beverly Hills 90210
ssi-invest.com
Top Local Executive:
George Douglas, Chief Investment Officer, Managing Principal
310-595-2000
Summa Group of Oppenheimer & Co.
10880 Wilshire Blvd., 24th Floor, Los Angeles 90024
opco.com/summagroup
Top Local Executives:
Brian Werdesheim, Managing Director, Investments (left)
Jeffrey Werdesheim, Managing Director, Investments (right)
Robert Dalle, Managing Director, Investments
310-446-7501
TCW Group Inc.
865 S. Figueroa St., Suite 1800, Los Angeles 90017
tcw.com
Top Local Executives:
Michael Reilly, Group Managing Director, Chief Investment Officer, Equities
Tad Rivelle, Group Managing Director, Chief Investment Officer, Fixed Income (pictured)
213-244-0000
UBS Financial Services Inc.
2000 Avenue of the Stars, Seventh Floor, Los Angeles 90067
ubs.com
Top Local Executives:
Justin Frame, Los Angeles and Orange County Market Head, UBS Wealth Management USA
Jaron Singletary, West Los Angeles Market Head, UBS Wealth Management USA
Lauren Gorsche, Los Angeles County Complex Manager, UBS Private Wealth Management
888-843-6991
U.S. Bank
633 W. 5th St., Los Angeles 90071
usbank.com
Top Local Executive:
Eric Freedman, Chief Investment Officer
213-615-6300
Vida Private Wealth
155 N. Lake Avenue, Suite 800, Pasadena, 91101
vidapw.com
Top Local Executive:
Mike Alves, Managing Director, Founder
626-778-0678
Wells Fargo & Co.
707 Wilshire Blvd., Los Angeles 90017
wellsfargo.com
Top Local Executive:
Michael Ormonde, Region Bank President
213-614-2707
Wescap Group
330 N. Brand Blvd., Suite 1150, Glendale 91203
wescapgroup.com
Top Local Executive:
Joel Edstrom, Founder, President
818-563-5170
Western Asset Management Co.
385 E. Colorado Blvd., Pasadena 91101
westernasset.com
Top Local Executive:
Kenneth Leech, Chief Investment Officer
626-844-9400
Western International
Securities Inc.
70 S. Lake Ave, 7th Floor, Pasadena 91101
wisdirect.com
Top Local Executive:
Donald Bizub, President
310-846-3700
Westmount Asset Management
2049 Century Park East, Suite 2500, Los Angeles 90067
westmount.com
Top Local Executive:
Jim Berliner, Chief Investment Officer, President
310-556-2502
Whittier Trust Co.
1600 Huntington Drive, South Pasadena 91030
whittiertrust.com
Top Local Executives:
Sandip Bhagat, CIO
David A. Dahl, CEO
626-441 5111
Wilshire Associates Inc.
1299 Ocean Ave., Suite 700, Santa Monica 90401
wilshire.com
Top Local Executive:
Jason Schwarz, COO
310-451-3051
